SiVest Group

Firsthand Capital Management as of June 30, 2023

Portfolio Holdings for Firsthand Capital Management

Firsthand Capital Management holds 56 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roku Common Stock (ROKU) 14.6 $12M 190k 63.96
Wolfspeed Common Stock (WOLF) 12.7 $11M 190k 55.59
Cloudflare Common Stock (NET) 6.3 $5.2M 80k 65.37
Kratos Defense & Security Solutions Common Stock (KTOS) 5.3 $4.4M 310k 14.34
Palo Alto Networks Common Stock (PANW) 4.6 $3.8M 15k 255.51
SolarEdge Technologies Common Stock (SEDG) 4.5 $3.8M 14k 269.05
Bill.com Holdings Common Stock (BILL) 4.2 $3.5M 30k 116.85
monday.com Common Stock (MNDY) 4.1 $3.4M 20k 171.22
Domo Common Stock (DOMO) 4.0 $3.4M 230k 14.66
DocuSign Common Stock (DOCU) 3.7 $3.1M 60k 51.09
Zscaler Common Stock (ZS) 3.5 $2.9M 20k 146.30
PagerDuty Common Stock (PD) 3.2 $2.7M 120k 22.48
Chegg Common Stock (CHGG) 2.8 $2.3M 260k 8.88
Workday Common Stock (WDAY) 2.7 $2.3M 10k 225.89
Netflix Common Stock (NFLX) 2.6 $2.2M 5.0k 440.49
MongoDB Common Stock (MDB) 2.5 $2.1M 5.0k 410.99
Twilio Common Stock (TWLO) 2.3 $1.9M 30k 63.62
Tesla Motors Common Stock (TSLA) 1.6 $1.3M 5.0k 261.77
Quanta Services Common Stock (PWR) 1.2 $982k 5.0k 196.45
First Solar Common Stock (FSLR) 1.1 $951k 5.0k 190.09
ON Semiconductor Corp. Common Stock (ON) 1.1 $946k 10k 94.58
Axcelis Technologies Adr (ACLS) 1.1 $917k 5.0k 183.33
Fastly Common Stock (FSLY) 0.9 $789k 50k 15.77
Okta Common Stock (OKTA) 0.8 $694k 10k 69.35
PayPal Holdings Common Stock (PYPL) 0.8 $667k 10k 66.73
Nano Dimension Common Stock (NNDM) 0.7 $578k 200k 2.89
Corning Common Stock (GLW) 0.7 $577k 17k 35.04
Enovix Corporation Common Stock (ENVX) 0.6 $541k 30k 18.04
ChargePoint Holdings Common Stock (CHPT) 0.6 $527k 60k 8.79
Enphase Energy Common Stock (ENPH) 0.6 $502k 3.0k 167.48
Itron Common Stock (ITRI) 0.5 $401k 5.6k 72.10
SunPower Corp. - Class B Common Stock (SPWR) 0.4 $293k 30k 9.80
Aspen Aerogels Common Stock (ASPN) 0.3 $276k 35k 7.89
Abb Common Stock (ABBNY) 0.3 $275k 7.0k 39.25
Sunnova Energy International Adr (NOVA) 0.3 $275k 15k 18.31
STMicroelectronics N.V. - Common Stock (STM) 0.3 $250k 5.0k 49.99
Koninklijke Common Stock (PHG) 0.3 $247k 11k 21.69
EVgo Common Stock (EVGO) 0.3 $240k 60k 4.00
Sunrun Common Stock (RUN) 0.2 $207k 12k 17.86
Tempo Automation Common Stock (TMPOQ) 0.2 $195k 520k 0.38
Power Integrations Common Stock (POWI) 0.2 $151k 1.6k 94.67
Coursera Common Stock (COUR) 0.2 $130k 10k 13.02
Honeywell International Common Stock (HON) 0.1 $120k 580.00 207.50
Lesaka Technologies Common Stock (LSAK) 0.1 $114k 30k 3.81
Astra Space Common Stock 0.1 $74k 200k 0.37
Maxeon Solar Technologies Common Stock (MAXN) 0.1 $70k 2.5k 28.16
Amtech Systems Common Stock (ASYS) 0.1 $63k 6.6k 9.56
CytoDyn Adr (CYDY) 0.1 $60k 223k 0.27
Carrier Global Corp. Common Stock (CARR) 0.1 $50k 1.0k 49.71
Curaleaf Holdings Common Stock (CURLF) 0.0 $31k 10k 3.09
Orion Energy Systems Common Stock (OESX) 0.0 $23k 14k 1.63
Intevac Common Stock (IVAC) 0.0 $22k 5.8k 3.75
Jazz Pharmaceuticals Common Stock 0.0 $15k 120.00 123.97
Advanced Emissions Solutions Common Stock (ARQ) 0.0 $13k 6.8k 1.86
Accelleron Industries Common Stock (ACLLY) 0.0 $8.4k 350.00 23.90
Swvl Holdings Corp Warrant Common Stock (SWVLW) 0.0 $222.661100 13k 0.02